Uptown Capital Advisors

Uptown Capital Advisors (CRD# 171401) is a financial advisory firm headquartered in Dallas, TX. They manage $10,400,000 in 40 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $260,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Uptown Capital Advisors
Showing 1 - 2 of 2 top financial advisors.
1
James K. Sawers
CRD#: 6331584
2911 Turtle Creek Blvd, Suite 1100, Dallas, TX 75219
94
Wealthminder
score
James Sawers (CRD# 6331584) is an Investment Advisor Representative working at Uptown Capital Advisors in Dallas, TX and has over 2 years of experience in the finance industry.
2
Christopher J. Carrie
CRD#: 4655871
2911 Turtle Creek Blvd, Suite 1100, Dallas, TX 75219
89
Wealthminder
score

Christopher Carrie (CRD# 4655871) is an Investment Advisor Representative working at Uptown Capital Advisors in Dallas, TX and has over 2 years of experience in the finance industry.

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